Job Purpose:

The job holder shall actively manage, support branches, financial advisors (FA) and entire network meet their Asset management targets. The person is key to ensure an increase in the number of financial advisors selling BAM products – 80% of all the FAs. The role requires working with other departments within BAM to ensure smooth and efficient client & intermediary service standards.

Key responsibilities:

• Drive BAM retail sales targets through their assigned branches.
• Drive growth in retail client numbers under their branches and sector.
• Drive business and client retention within the required thresholds.
• Provide regular training to the FA Network on investments products, processes and target.
• Maintaining relationships with and grow the number of FAs selling to ensure sales target.
• Regular FA Channel engagements and pipeline development, management and conversion.
• Timely preparation of client investment proposals on request
• Client onboarding, meetings and responsible for day-to-day relationship management.
• Actively maintain a sales pipeline and provide such information as required by management.
• Any other duties called upon to enable progress and synergies within the organization as and when.
• A great team player and collaborator with both internal and external stakeholders.

Requirements

Key Performance Measures:

• Annual sales targets met.
• Growth in client numbers target met.
• Feedback survey report from the FA network on service delivery.
• Number of regular trainings conducted at Branch, Unit and Club level.
• Number of productive Financial Advisors in their assigned branches.
• Solid and optimal business pipeline Vis a Vis targets.
• Growth in AUM and clients for the assigned sector.
• AUM retention targets achieved.

Knowledge, experience and qualifications required

• Bachelors’ degree in a business-related field.
• 4-6 years’ experience in a Business Development role.

Technical/ Functional competencies:

• Knowledge of investment classes.
• Customer, market and competitor understanding.
• Effective negotiation skills.
• Excellent organizational and analytical skills.
• Report writing skills.